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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Yuenman Mak (CRD# 3007876) is an Investment Advisor Representative working at Lpl Financial LLC in Sunnyvale, CA and has over 25 years of experience in the finance industry. Yuenman Mak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Xiaosheng Mei (CRD# 4281017) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 23 years of experience in the finance industry.
Timothy Mills (CRD# 4164648) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sunnyvale, CA and has over 23 years of experience in the finance industry.
Kevin Ryan (CRD# 5520025) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 12 years of experience in the finance industry.
Anastasia Schmidt (CRD# 2823666) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 24 years of experience in the finance industry.
Shailendra Shukla (CRD# 2579986) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 29 years of experience in the finance industry.
Boris Spasojevic (CRD# 6084302) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sunnyvale, CA and has over 11 years of experience in the finance industry.
Stephen Sustrick (CRD# 4585173) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 21 years of experience in the finance industry.
Shao-tsung Tseng (CRD# 5704440) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sunnyvale, CA and has over 14 years of experience in the finance industry.
Valerie Tu (CRD# 4840861) is an Investment Advisor Representative working at Lpl Financial LLC in Sunnyvale, CA and has over 18 years of experience in the finance industry.